Clay Kevin D

[Makingmoneynow @makingmoneynow1]

In five years of being an investor in $ADUR, I have come across more technologies that can do a fraction of what Aduro does and a few of which have survived the common themes I found as to why most fell in the valley of death are simple:
1) Poor technology using Thermal/Pyrolysis or Mechanical tech to break down a fraction of the plastic waste problem
2) Well-paid executives who are not founders that lack the drive to work day and night for their technology to work
3) Companies that came out of the SPAC era with bloated valuations with nothing to show for and therefore had to rush their commercial process (namely from pilot to commercial scale)
4) Solutions that are fit for a tiny fraction of plastic waste feedstock
5) Running out of capital through the journey, namely due to one of the reasons above
6) Signing off exclusivity with an industry partner early on in their journey, which resulted in them being tied to the partner's financial and broader business goals. This meant that the minute that things got tough for the Chemical producers, the partner put the recycling technology on the side burner

Finally, none of these companies have a platform technology that covers the many verticals that Aduro does.

I am betting on management, and I am betting on $ADUR to be a mega success, and I want to see this through so long as management continues to execute as they did for the past five years

[Makingmoneynow @makingmoneynow1]

No one is immune to drawdowns. No one likes them either. Yet as I continue to perfect my investing style, I’ve realized something: I’m way less emotional now. The simple reason: I always hold a decent cash position. FinX also loves to deride cash as “idle capital.” This week, it was anything but. $ADUR down 18% on broad risk-off sentiment. There was no change in the story, of course. I went through the red flags in my mind. Sure, it could drop more. But the company just raised $21M USD (US tranche at $15.20/share, no warrants), which puts total capital above $45M USD. That’s sufficient to pay for the FOAK plant and cover 18–24 months of burn. Debt-free. To me, that’s a drawdown that’s worth capturing. So I added. I also added $AIDRF. The bulk of FinX sleeps on it: a platform that combines the Shopify/Uber model for doctors with an in-network offering, with the likes of $UNH and 21M+ covered lives, for a sub-$40M market cap. Underestimated? Probably. Normal? Also probably. This week, I added a handful of other positions, too, but that’s not the moral here. The moral: There’s no one style of investing for everyone. To me, cash is the position that buys comfort and flexibility when markets flare up. It lets me do things when others freeze. Find what lets you stay rational. Then protect it.
This is not financial advice.

[Makingmoneynow @makingmoneynow1]

https://t.co/y81MYbaQWM

[Makingmoneynow @makingmoneynow1]

The $50B Market Analysts Forgot to Cover
@PennyQueen just dropped a piece on a $50 billion market flying completely under Wall Street's radar. If you're always looking for the edge most retail investors miss, this is exactly the kind of read you need.
Full article 👇 https://t.co/WK5FxtArHj

[caliche bahada 🇨🇦 @calichebahada]

Expansion is the focus of @HydroGraphInc. Purpose built facility in Texas will be able to accomodate multiples of Hyperion units depending on contract size, which seems to be larger than many think. $hg $hgraf #graphene #nanotech

https://t.co/N90N14Phfx

[Makingmoneynow @makingmoneynow1]

Long $ADUR @AduroCleanTech Receives "Buy" Rating from Jason Kolbert at D. Boral Capital

D. Boral Capital (Jason Kolbert) just reiterated Buy with a $46 PT. Stock's sitting around ~$11. That's 300%+ upside. HC Wainwright also initiated with a Buy at $22.

Why now? Catalysts are stacking fast:

NGP Pilot Plant just went live (2/11). Operating campaigns are underway in London, Ontario. Commissioning is done across all systems. This is the bridge to their first commercial facility.

FOAK Plant site selected. Chemelot Industrial Park, Netherlands. Equipment eval and long-lead procurement already in motion. Not a "someday" plan anymore.

ECOCE Partnership is active. Multi-year deal with Mexico's largest packaging recycling org. Testing their Hydrochemolytic tech on 1.5M+ tonnes/year of flexible plastics. Kicked off Jan 2026.

Q2 FY2026 revenue up 222% YoY. Early stage, but the direction is clear.

Funded. Raised ~US$23M (US$20M offering + US$3M over-allotment via D. Boral Capital) to build the Demo Plant and fund R&D.

Tech works. Pilot-scale steam cracking of their Hydrocracked oil produced ethylene/propylene yields comparable to those from fossil feedstocks. Better than traditional pyrolysis, handles dirtier feedstock, and yields better.

Bottom line: patented water-based chemical recycling tech moving from pilot to commercial scale. Capital in the bank, partnerships signed, plant site locked, and analyst coverage building.

https://t.co/YrhP81zgH6

Disclaimer: Not financial advice. I am long $ADUR. Do your own research. Early-stage companies carry significant risk, including loss of capital. Analyst price targets are not guarantees of future results.

[The Compound Atlas @CompoundAtlas]

The company is already thinking 5 steps ahead and already will start talking around INTEGRATION REQUIREMENTS, OFFTAKE EXPECTATIONS, and PARTNERSHIP STRUCTURES. This is huge 💥

If management was sceptical on timing or quality of results from NGP, they would have delayed these conversations.

It's a very strong signal on management confidence and confirms positive development with NGP.

Also, these conferences will definitely get more partnerships, especially the conference in Korea may open doors to Asia.

Bullish $ADUR 🚀🚀🚀

[Makingmoneynow @makingmoneynow1]

Long $ADUR 🇳🇱♻️
Europe's plastics recycling sector is in structural decline, and it's accelerating.
Per Plastics Recyclers Europe (covered by Recycling International, Feb 23, 2026):
→ 460,000 tonnes of installed capacity lost in 2025 alone the largest single-year reduction in the history of Europe's plastics recycling industry → ~900,000 tonnes of total capacity lost since 2023 → When you include grinding, processing, extruding, and depolymerising operations: losses exceed 1.1M tonnes equivalent to ~60 closed plants and ~1,800 jobs → Hardest hit regions: the Netherlands, Germany, and the UK
PRE's own words: "If Europe wants to remain at the forefront of the circular transition, it cannot afford to lose this strategic sector."
Here's why this matters for $ADUR:
Aduro is building its FOAK facility at Chemelot Industrial Park in the Netherlands, the epicentre of this capacity collapse. When legacy mechanical recyclers exit due to poor economics and feedstock limitations, the demand for circular feedstock doesn't disappear. Brands still have recycled content mandates. Regulators aren't walking back the EU Packaging and Packaging Waste Regulation. The offtake demand is there the supply side is what's breaking.
This is exactly the gap next-gen chemical recycling is designed to fill. Aduro's Hydrochemolytic Technology handles mixed, contaminated, multi-layer plastics that mechanical recyclers can't process, the exact waste streams these shuttered facilities were struggling with. Better feedstock flexibility + superior unit economics ($1,200–$1,500/tonne revenue per management guidance) = a fundamentally different cost structure than the legacy operators being forced out.
When capacity exits and demand holds, the partners and offtakers come to you.
Source: https://t.co/nleW81OFu8
This goes to the heart of the article I wrote below

[The Compound Atlas @CompoundAtlas]

What are YOU waiting for?

NGP results? First revenues? Major JV?

Drop your thoughts below—bullish, bearish, or just watching?

#CleanTech #PlasticRecycling #ADUR $ADUR $ACTHF

[Makingmoneynow @makingmoneynow1]

https://t.co/qiJLfgIQLP

[Clay Kevin D @ClayKevinD2]

@KushMansPicks @rhum01 @Turner29718588 Not everyone has a Dr. I don’t pump stocks, only replied bc of north of border comment. It’s all good , take care

[Clay Kevin D @ClayKevinD2]

@KushMansPicks @rhum01 @Turner29718588 Telemedicine is here friend do your DD

[Clay Kevin D @ClayKevinD2]

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[Clay Kevin D @ClayKevinD2]

@KushMansPicks @rhum01 @Turner29718588 https://t.co/YA8RZmXKmB

[Clay Kevin D @ClayKevinD2]

@KushMansPicks @rhum01 @Turner29718588 For north of the border CloudMD DOC